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Date Magic with Excel and Jet Reports (part I)

9/9/2015

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Do you know how to use Excel to auto-calculate the following dates (based on Today's date)?
  • Year To Date
  • Previous Month End
  • Current Fiscal Year Start OR
  • Previous Week Start
Learn to do that and more with these 10 critical Excel and Jet Functions.

Download Excel Spreadsheet from Dropbox

"Why bother?" you ask?

Imagine if you could set your computer to run the key strategic analytics, daily operations reports and exception reports critical to keeping your company afloat without lifting a finger!  How many hours could you save?  What new insight could you gain?  How much would it impress and reduce stress levels in the office, if every day the proper reports were automatically distributed to the appropriate person's inbox!

Two of the key selling points of Jet Essentials are the ability to automate report execution and distribution via the Jet Scheduler.  In order to make this a truly hands-free process, you'll have to set up your reports to dynamically assign date filters and update headers.

See Sample Reports in Part II

H/T to Jet Reports Guru @Janice Taylor at Jet Reports Canada for co-authoring this document.

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